Purpose
Outreach decisions should not depend on intuition. This scoring model converts member participation data into a single numeric metric — the Engagement Score (ES) — scaled from 0 to 10. The score replaces qualitative assessments with a repeatable, auditable formula that can be applied at scale across 500+ members.
This is the operational layer that connects the NSLS Outreach System Reset (Case Study 001) to data-driven decision making.
The Formula
ES = (w1 * O) + (w2 * S) + (w3 * B) + (w4 * C)
Where:
| Variable | Metric | Weight (w) | Scale | Logic |
|---|---|---|---|---|
| O | Orientation Attendance | 2.0 | 0 or 1 | Binary: 1 if attended, 0 if not |
| S | SNT Progress | 1.0 | 0–3 | Number of Success Networking Teams completed |
| B | Speaker Broadcasts | 1.0 | 0–3 | Number of broadcasts attended |
| C | Community Service | 2.0 | 0 or 1 | Binary: 1 if verified 2.5+ hours, 0 if not |
Maximum possible score: (2.0 * 1) + (1.0 * 3) + (1.0 * 3) + (2.0 * 1) = 10.0
Weight Rationale
The weights are not arbitrary. They reflect the structural reality of the NSLS induction pathway:
- Orientation (w=2.0): Gate condition. Without attendance, no other milestone is reachable. This is the foundation and deserves outsized weight.
- SNT Progress (w=1.0): Incremental, session-based. Each completed team reflects sustained effort, but no single session is a binary gate.
- Speaker Broadcasts (w=1.0): Attendance-based, parallel to SNTs. Reflects exposure to leadership content but not direct peer collaboration.
- Community Service (w=2.0): Completion threshold (2.5+ hours verified). This is a hard requirement for induction and represents external action — not just attendance.
The binary variables (O, C) carry double weight because they represent pass/fail gates. The continuous variables (S, B) carry standard weight because they represent incremental progress.
Score Interpretation — Action Flags
| Score Range | Flag | Interpretation | Recommended Action |
|---|---|---|---|
| 8.0 – 10.0 | Green | High Engagement | Candidate for Executive Leadership or Advanced Program nomination |
| 4.0 – 7.0 | Yellow | Moderate Engagement | Target for personalized nudge to complete remaining SNTs or Broadcasts |
| 0.0 – 3.0 | Red | Low Engagement | Needs re-engagement outreach or “Temperature Check” conversation |
Scoring Examples
Example 1: Fully engaged member
- Orientation: Yes (1) | SNT: 3/3 | Broadcasts: 3/3 | Service: Yes (1)
- ES = (2.0 * 1) + (1.0 * 3) + (1.0 * 3) + (2.0 * 1) = 10.0 (Green)
Example 2: Partially engaged member
- Orientation: Yes (1) | SNT: 2/3 | Broadcasts: 1/3 | Service: No (0)
- ES = (2.0 * 1) + (1.0 * 2) + (1.0 * 1) + (2.0 * 0) = 5.0 (Yellow)
Example 3: At-risk member
- Orientation: No (0) | SNT: 0/3 | Broadcasts: 1/3 | Service: No (0)
- ES = (2.0 * 0) + (1.0 * 0) + (1.0 * 1) + (2.0 * 0) = 1.0 (Red)
Example 4: Service-oriented but incomplete
- Orientation: Yes (1) | SNT: 0/3 | Broadcasts: 0/3 | Service: Yes (1)
- ES = (2.0 * 1) + (1.0 * 0) + (1.0 * 0) + (2.0 * 1) = 4.0 (Yellow — borderline)
Implementation — Spreadsheet Formula
For Excel or Google Sheets, given columns:
| Column | Field | Values |
|---|---|---|
| E | Orientation Attended | 1 or 0 |
| F | SNTs Completed | 0, 1, 2, or 3 |
| G | Broadcasts Attended | 0, 1, 2, or 3 |
| H | Service Verified | 1 or 0 |
Engagement Score formula (Column I):
=(2*E2)+(1*F2)+(1*G2)+(2*H2)
Action Flag formula (Column J):
=IF(I2>=8,"Green",IF(I2>=4,"Yellow","Red"))
Conditional formatting:
- Green: I2 >= 8
- Yellow: I2 >= 4 AND I2 < 8
- Red: I2 < 4
Integration with Outreach Operations
The Engagement Score connects directly to the Outreach System Reset workflow:
- Data Source: Survey responses (500+ records) cleaned via the geographic and academic standardization pipeline
- Scoring Pass: Apply the ES formula to each member record after data cleaning
- Segmentation: Group members by flag color for targeted outreach
- Regional Targeting: Combine ES with geographic data (e.g., the 53 Georgia-based members) for localized campaigns
- Longitudinal Tracking: Re-score monthly to measure engagement velocity — are members moving from Red to Yellow to Green?
Design Constraints
- The score must be calculable from existing survey data without additional member input
- All variables must be verifiable through NSLS records or chapter documentation
- The formula must remain simple enough for any board member to compute manually
- Score thresholds must map to specific, actionable outreach strategies
CYW Framework Alignment
This scoring model applies CYW principles at the data layer:
- Clarity: One number replaces ambiguous status descriptions
- Structure: Weighted formula enforces consistent evaluation across all members
- Accountability: Score history creates an auditable engagement trajectory
- Empowerment: Board members can independently query and act on the data
Next Evolution
- Decay function: Adjust scores based on time since last activity to detect stalled engagement
- Cohort comparison: Benchmark individual scores against chapter averages
- Predictive flagging: Identify members likely to drop below threshold based on velocity trends
Authorship: Timothy I. Wheels, Executive Membership Outreach Coordinator Framework Version: 1.0 Status: Ready for deployment